See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,077 | $642,683-93.9% | $386,318-89.9% | $357,791-89.1% |
| Participation rate | 75.0% | 68.8%+6.2pp | 67.7%+7.3pp | 85.6%-10.6pp |
| Annual return | 14.52% | -6.86%+21.4pp | -2.64%+17.2pp | 396.79%-382.3pp |
| Employer contribution / active EE | $1,601 | $5,282-69.7% | $4,025-60.2% | $7,508-78.7% |
| Participant deferral / active EE | $3,472 | $3,904-11.1% | $3,524-1.5% | $5,521-37.1% |
| Admin fee / account holder | $10,441 | $23,448-55.5% | $16,179-35.5% | $28,387-63.2% |